Client, Representative & Operations Administrator
Location: Green Park / Mayfair, London W1J
Employment: Full-time preferred. We may consider alternative working arrangements for the right candidate
Salary: £27,000–£32,000 per annum depending on experience
Start Date: Ideally August/September 2026 or by agreement
About the Firm
We are a small, growing FCA-authorised wealth management firm based in Green Park, Mayfair, providing discretionary investment management services to professional clients.
We are looking for a reliable, organised and conscientious Client & Operations Administrator to join our team. This is an excellent opportunity for someone who enjoys structured administrative work, takes pride in accuracy and wants to develop within a professional wealth management environment.
As a small firm, we offer a friendly and supportive working environment where the successful candidate will work closely with experienced colleagues and gain exposure to a wide range of business activities.
The Role
The successful candidate will provide administrative and operational support across the Firm, including:
- assisting with professional client administration and documentation;
- supporting professional client and representative onboarding and account opening processes;
- maintaining accurate professional client and operational records;
- liaising with banks, custodians and other professional counterparties, including custodian onboarding;
- supporting administration relating to the Firm's representatives and business partners;
- maintaining registers, records and documentation;
- assisting with compliance administration and monitoring activities;
- supporting general office and operational activities.
The role requires care, attention to detail, numerical abilities, discretion and the ability to manage confidential information.
The position does not involve investment decision-making, providing investment advice or regulated client-facing activities.
About You
We are looking for someone who:
- is organised, dependable and methodical;
- has excellent attention to detail and good numerical ability;
- enjoys administrative work and keeping accurate records;
- is comfortable communicating professionally with colleagues and external contacts;
- is confident using Microsoft Office and learning new systems;
- is keen to develop within a professional environment.
Previous experience in financial services and in particular in wealth management, banking or insurance administration would be a strong advantage.
Our corporate language is English, and we welcome candidates with additional language skills in French.
What We Offer
- A professional working environment in the heart of Mayfair.
- Exposure to the operations of an FCA-authorised wealth management firm.
- Training and support from experienced colleagues.
- The opportunity to develop broader responsibilities as your experience grows and the Firm continues to develop.
If you are looking for a varied administrative role within a small, professional, growing financial services business, we would be pleased to hear from you.
Due to the anticipated volume of applications, we regret that we may not be able to respond individually to every application.
Pay: £27,000.00-£32,000.00 per year
Application question(s):
- Do you have the right to work in the UK?
- Please describe any previous experience in administration, financial services, professional services or a client support role.
- Are you comfortable working in a small team where you will have a broad range of administrative responsibilities?
- How important are flexible hours to you?
Work Location: In person
